Each week, we pick a feature to go in depth on. We have so many features, we know it can be overwhelming! This is where you can dive in to one aspect. Curious about a feature? Sign up for either the Tuesday or Wednesday session by RSVPing HERE. This are open to all and will be a demonstration of the feature with a live Q&A.
February is our Client Retention & Aged Lead focus month!
Last week of February is a full week of trainings on Client Retention & Aged Leads.
It's our annual OEP Debrief!
CURRENT RECORDING PLAYLIST
RSVP to those HERE
2/24, Monday: Client Retention Email Templates & Best Practices
2/25, Tuesday: Client Retention Automated Workflows
2/26, Wednesday: Policy Management
2/27, Thursday: Sales Tracking & Appointment Success with Reporting
2/28, Friday: Automating Aged Lead Touches
Previous Featured Feature Recordings: